CryptoInvestYL — a multi-portfolio management tool

Context

Managing several digital-asset portfolios means crossing scattered data: positions across exchanges, historical movements, market signals. Existing tools address each aspect in a silo.

Problem

Without a centralised view, every decision requires manual back-and-forth: check a position, recompute an allocation, cross a signal with actual exposure.

Constraints

• Financial data reliability: a calculation error is unacceptable.
• Authentication and privacy are mandatory (personal data).
• Near-real-time data, without depending on a single provider.

My role

Founder: product design, architecture, full development, financial API integrations.

Approach

Business logic first: model a portfolio, a position, a signal, a decision rule. Integrations (exchanges, signal sources) are then plugged behind these concepts, interchangeably.

Architecture

• Angular frontend with dashboards built for fast decisions.
• Backend responsible for allocation calculations and aggregation.
• Exchange and signal API integrations (including TradingView automations).
• User-configurable alerting.

Key decisions

• Calculations server-side: the client is never the source of truth for numbers that trigger decisions.
• Abstracted data sources: an exchange or signal can be swapped without touching business logic.
• Limited, explainable automation: the system proposes and alerts, the user decides.

Challenges

API heterogeneity: formats, rate limits, varying reliability. Every integration needs a cache, retry and incoming-data validation strategy.

Outcome

A tool in daily use to track several portfolios and centralise allocation decisions.

What this project demonstrates

The ability to hold together software, financial logic, automation and product ownership — in a domain where a calculation error is not an option.